Centerbase’s Stripe integration makes it easy for firms to start receiving credit card payments from clients.
Users can easily set up an account directly with Stripe (pricing may be found here.)
Connecting to Centerbase.
- Access the system settings through the gear icon at the bottom right of your navigation bar.
- Click on Payment Processors
- Choose Stripe.
Once the accounts are connected, users may begin receiving credit card payments.
If a client calls in to pay by credit card, then the user would navigate to the bill that was being paid, open the web copy view of the bill, select Pay By Card and enter the credit card information through Stripe’s secure integration. Centerbase does not store the credit card information at any point during the process.
Stripe may be tested in “Test Mode”, but should be changed to “Live Mode” when the client is ready to begin receiving payments. A company name and logo may also be added from this page. These will show on the Stripe dialogue accessed from the bill web copy.